How to import American Express transactions into QuickBooks? - PowerPoint PPT Presentation

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How to import American Express transactions into QuickBooks?

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The Online Banking feature lets you connect your American Express account to QuickBooks, it will automatically download the transactions from American Express to QuickBooks. Let's discuss the detailed process to import the American Express transaction in QuickBooks in the presentation. – PowerPoint PPT presentation

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Title: How to import American Express transactions into QuickBooks?


1
How to import American Express transactions into
QuickBooks?
By Dancing Numbers
2
No longer track your receipt and expenses
separately and will be able to manage the
business expenses effectively. So, let us not
delay any further and see the detailed process to
import the American Express transaction in
QuickBooks in the next section.
3
Steps to import American Express transactions in
QuickBooks
4
Like with all other bank or credit card account
you can connect and import for the transactions
of your American Express card with the help of
Bank feeds feature in QuickBooks. You must be
aware by now that once you connect your bank or
credit card account through Bank feed feature, it
will automatically download and categorize the
transactions in QuickBooks. Let us now see how
can we connect and import the American Express
transaction in QuickBooks
5
Setting up of American Express account in
QuickBooks
6
  • At the initial step, open QuickBooks and go to
    Accounting and then click on the chart of
    accounts.
  • After that, click on New to create a new account
    for an American Express card.
  • Now click on the Account type drop-down menu and
    choose credit card as option then fill the
    account name details.
  • Once you are done with the steps, you need to
    click on the save and close button.
  • For further steps please visit our website (CLICK
    HERE).

7
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